Veritable, LP

About Veritable, LP

Veritable, L.P. provides wealthy individuals and families with highly informed investment advice and a disciplined framework for making tax efficient financial decisions. The practice was founded in 1986 and continues to act as a knowledgeable advocate to ensure our clients’ interests are served in every phase of the investment process. With over 200 client relationships and over $17 billion under management, Veritable delivers the expertise, resources, and buying power of a multi-billion dollar investment office to families that might not otherwise reap the benefits of the premier money managers and services offered in today’s marketplace.


Portfolio Accountant

June 2004 - October 2008 Newtown Square, PA
“Good 401K match, good salary for the work”
See All